RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $455M
1-Year Est. Return 11.19%
This Quarter Est. Return
1 Year Est. Return
+11.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$581K
3
+$544K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$472K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$338K

Top Sells

1
+$141K
2
+$140K
3
+$83.8K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$60.6K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$25.9K

Sector Composition

1 Technology 2.7%
2 Industrials 0.82%
3 Healthcare 0.65%
4 Consumer Discretionary 0.47%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.36%
47,057
+798
27
$1.29M 0.33%
3,423
-9
28
$1.13M 0.29%
1,922
+2
29
$1.07M 0.27%
8,423
+8
30
$978K 0.25%
8,360
+43
31
$720K 0.18%
1,776
+9
32
$709K 0.18%
12,117
33
$654K 0.17%
8,702
-204
34
$650K 0.17%
13,073
35
$619K 0.16%
2,609
+11
36
$616K 0.16%
1,245
+7
37
$569K 0.15%
3,053
38
$561K 0.14%
3,462
+22
39
$544K 0.14%
+12,088
40
$501K 0.13%
8,459
+11
41
$473K 0.12%
2,778
+8
42
$447K 0.11%
2,353
+13
43
$423K 0.11%
1,436
44
$358K 0.09%
1,539
+2
45
$343K 0.09%
950
+3
46
$341K 0.09%
1,970
+12
47
$327K 0.08%
5,096
48
$276K 0.07%
977
+3
49
$269K 0.07%
2,035
50
$249K 0.06%
1,489
+2
1
2
3